Leimberg Services Webinar

21jun3:00 pm4:30 pmLeimberg Services Webinar

Event Details

Asset Protection Opportunities You May Not Know About

Join Alan Gassman for this 90 minute discussion of a number of creditor protection strategies that are not commonly used or understood by planners, as well as tax planning opportunities and traps for the unwary. During his exclusive LISI webinar, Alan will cover the following topics:

—Multiple member entities and pledging strategies and pitfalls.

—-Innovative homestead, annuity, life insurance, tenancy by the entities and other creditor exempt asset planning.

—-Federal Bankruptcy Code considerations

—-Planning with tax disregarded but effective foreign LLC’s

— Charitable, organizations, foreign foundations, and hybrid trusts.

—-Life insurance financing, bonding company pledges, friendly judgements and other strategic debt strategies.

—–Practical uses of foreign trusts.



(Thursday) 3:00 pm - 4:30 pm